Exporting Data & Reports for Analysis
Purpose: Enable accurate reporting, analysis, audits, and decision-making using Admin Panel data.
1. Purpose of This Module
To ensure:
✔ Teams extract the right data
✔ Reports are consistent and reliable
✔ No data misuse or misinterpretation
✔ Smooth weekly/monthly reviews
✔ Strong audit & compliance readiness
Exported data is used for:
Performance reviews
SLA analysis
Vendor evaluation
City/area planning
Finance reconciliation
Management reporting
2. Who Uses Data Exports (Team-Wise)
Operations Team
Order flow analysis
SLA delay tracking
Reassignment analysis
CX Team
Complaint trend analysis
Failure reason analysis
Resolution time tracking
Vendor Ops Team
Vendor SLA scorecards
Vendor performance & violation tracking
Hold/Deactivate justification
Business Development (BD) / Area Management
Pincode-wise demand
Coverage gap analysis
City expansion planning
Finance Team
Wallet transactions
Credit movements
Refund reconciliation
Audit & compliance
Management
High-level dashboards
Weekly & monthly business review
Strategic planning
3. Types of Data That Can Be Exported
Admin Panel allows exporting data from multiple modules:
A. Orders Data
Includes:
Order ID
Customer details
Vendor assigned
City & pincode
Order status
Payment status
Failure reasons
Timestamps (created, assigned, completed)
Used by: Ops, CX, Management, BD
B. Leads Data
Includes:
Lead ID
Device type
City
Lead status (Not Called, Callback, High End)
Dispositions
Call notes
Conversion outcome
Used by: Sales, CX, Management
C. Vendor Data
Includes:
Vendor ID & name
Area coverage
SLA score
Orders completed
Violations
Wallet & credit balance
Hold/Deactivation status
Used by: Vendor Ops, Ops, BD, Management
D. SLA & Escalation Data
Includes:
Violation type
Order ID
Vendor ID
City
Escalation level
Action taken
Used by: Ops, Vendor Ops, Management
E. Finance & Payments Data
Includes:
Wallet deductions
Wallet reversals
Credit deductions
Credit refunds
Refund reasons
Transaction references (UTR)
Used by: Finance, Management
F. Coverage & Area Data
Includes:
Serviceable pincodes
Non-serviceable pincodes
Device-type availability per area
Vendor count per pincode
Used by: BD, Vendor Ops, Management
4. How to Export Data from Admin Panel
Step-by-Step Process
Go to the required module
(Orders / Leads / Vendors / Payments / SLA / Areas)Apply filters:
Date range
City
Vendor
Status
Device type
Click Export / Download
Choose format:
CSV (preferred)
Excel (XLSX)
File downloads automatically
5. Standard Export Frequency (Best Practice)
Report Type | Frequency |
|---|---|
Orders & SLA | Daily |
Leads | Daily |
Vendor Performance | Weekly |
Coverage / Area | Weekly |
Finance & Payments | Weekly |
Business Summary | Monthly |
6. Data Validation Before Analysis
Before using exported data:
✔ Check date range
✔ Check missing values
✔ Verify totals with dashboard
✔ Confirm no duplicate rows
✔ Cross-check critical metrics
If mismatch found → report to Tech/Data Analyst.
7. Where Exported Data Is Used
Google Sheets / Excel → Quick analysis
Looker Studio → Dashboards
Finance systems → Reconciliation
Management decks → Reviews
Audit files → Compliance
No sensitive data should be shared externally without approval.
8. Data Access & Security Rules
✔ Only authorized users can export data
✔ Finance exports restricted to Finance & Management
✔ Vendor personal data must not be shared outside company
✔ Do not edit raw export files (keep master copy)
✔ Store files in approved internal drives only
9. Common Mistakes to Avoid
🚫 Exporting without filters (huge raw data)
🚫 Sharing outdated reports
🚫 Editing raw data directly
🚫 Using different date ranges across teams
🚫 Mismatch between dashboard & export
10. Role of Data / Analytics Team (If Applicable)
Clean & standardize exports
Merge multiple exports
Build dashboards
Highlight insights
Flag anomalies
Support Ops, BD, Finance & Management